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Employer firm

Diversify Wealth Management, LLC CRD 329878

$4.11B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Diversify Wealth Management, Llc

9017 S Riverside Dr Suite 210, Sandy, UT 84070 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-10-01
CO RA APPROVED 2025-09-15
  • MO RA
    APPROVED
    Since 2025-10-01
  • CO RA
    APPROVED
    Since 2025-09-15

Branch Locations

9017 S Riverside Dr Suite 210, Sandy, UT 84070 • United States

421 N Main Street Suite 308A, Pueblo, CO 81003 • United States

Providence Forge, VA • United States

Integrated Advisors Network Llc

4514 Cole Ave Suite 600, Dallas, TX 75205 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2019-10-01
  • CO RA
    APPROVED
    Since 2019-10-01

Branch Locations

421 N Main St Suite 308A, Pueblo, CO 81003 • United States

4514 Cole Ave Suite 600, Dallas, TX 75205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Belle Haven VA 07/2013 06/2016
Sound Harbor Inc Belle Haven VA 07/2016 07/2019
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2017 11/2017
Northwestern Mutual Investment Services Llc Williamsburg VA 07/2017 11/2017
Northwestern Mutual Wealth Management Company Milwaukee WI 10/2017 11/2017
Mts Systems Corp Williamsburg VA 07/2018 05/2019
Integrated Advisors Network, Llc, Dba Vineyard Asset Management Palos Verdes Estates CA 07/2019 Present
Dfpg Investments, Inc Sandy UT 07/2019 Present
Diversify Wealth Management, Llc Sandy UT 09/2025 Present
  • 07/2013 → 06/2016
    Unemployed
    Belle Haven, VA
  • 07/2016 → 07/2019
    Sound Harbor Inc
    Belle Haven, VA
  • 06/2017 → 11/2017
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 07/2017 → 11/2017
    Northwestern Mutual Investment Services Llc
    Williamsburg, VA
  • 10/2017 → 11/2017
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 07/2018 → 05/2019
    Mts Systems Corp
    Williamsburg, VA
  • 07/2019 → Present
    Integrated Advisors Network, Llc, Dba Vineyard Asset Management
    Palos Verdes Estates, CA
  • 07/2019 → Present
    Dfpg Investments, Inc
    Sandy, UT
  • 09/2025 → Present
    Sandy, UT
Previous Registrations
  • 2012-07-24 → 2012-10-26
    First Allied Advisory Services, Inc.
    San Diego, CA
  • 2004-09-09 → 2012-08-28
    Demicell Wealth Managers, Inc.
    Pueblo, CO
  • 1999-06-18 → 2005-05-04
    Heath, TX
    Pueblo, CO
Other Businesses

1. Narrow GateWay Ministries, Inc.; Non-Investment Related; 4954 College Green Lane, Providence Forge, VA 23140; Non-Profit Ministry; President and Treasurer; 11/23/2014; 1% during business hours; Management of ministry legal and tax filings, and ministry finances, and administrative duties. 2. Vineyard Asset Management, LLC; Investment Related; 421 N. Main Street, Suite 308A, Pueblo, CO 81003; Extension office of Vineyard Asset Management; Senior Wealth Advisor; 08/2019; 50% during business hours; Maintain client relationships with existing clients of Vineyard Asset Management, and develop new business opportunities. 3. Integrated advisors Network dba Vineyard Asset Management, LLC; Investment Related; 421 N. Main Street, Suite 308A, Pueblo, CO 81003, United States; RIA; Investment Adviser Representative; 08/14/2019; 40% during business hours; Manage client relationships and fee based investment accounts. 4. Vineyard Asset Management, LLC; Non-Investment Related; 421 N. Main Street, Suite 308A, Pueblo, CO 81003; Insurance; Senior Wealth Advisor; 10/2019; 15% during business hours; Life, Fixed-Annuity, Variable-Annuity, Disability, and Long Term Care Insurance sales and Service. Appointed with various insurance carriers. 5. Demicell Consulting Services; Investment Related;421 N. Main Street, Suite 308A, Pueblo, CO 81003; Consulting; Consultant/Advisor; 12/2019; 10% during business hours; Consult and advise select clientele on various business strategies, including business acquisition, liquidation, structure, business transactions, and executive compensation. 7. Judicial Action Group Foundation; Investment related: No; Washington D.C. 20005 202-216-9309; Chairman, and Treasurer; A nonprofit, nonpartisan educational and human rights organization to engage in study, research and analysis, and to inform, and educate the public as to the importance of the U.S Constitution, including Article III and the role of the federal judiciary in support of constitutional principles. 5% business hours. 8. Albert M. & Doris K Demicell; investment related: No; Crisfield, MD 21817, Real Estate/Rental property. Landlord; 03-2025. 1% business hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-18
S63 Uniform Securities Agent State Law Examination 2017-08-12
  • S65 Uniform Investment Adviser Law Examination
    2019-09-18
  • S63 Uniform Securities Agent State Law Examination
    2017-08-12
Other Names
  • Bert Demicell
  • Albert Michael Demicell
  • Albert David Demicell

View on SEC IAPD

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